Senior Broker Sales

2 weeks ago


Wakefield, Wakefield, United Kingdom HDEC LTD Full time
_
Purpose_
-
Key Responsibilities_

  • Working in accordance with procedures, standards & guidelines set:
  • Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
  • Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client's demands and needs.
  • Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
  • Calculate New Business premiums in accordance with the specific carrier's risk appetite and guidelines or consult with insurers for all nondelegated authority business.
  • Ensure that telephone calls are answered & dealt with promptly & efficiently.
  • Maintain thorough and accurate records of all customer interactions.
  • Handle complaints in line with the current process
  • Required to be a referral point within the Branch for Trainees.
  • Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers. Product and Technical Knowledge
  • Required to understand technical knowledge of the product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings
-
Skills and Competencies_

  • Competent in windowsbased programmes; word, excel, outlook and internet
  • Excellent communication skills: written and oral
  • Ability to work alone and as part of a team
  • Positive cando attitude
  • Strong team ethic
  • Manage time effectively; ability to work under pressure
  • Good personal organisation skills
  • Good timekeeping and presentation of self and work
  • Strong negotiation and people skills
  • Articulate & Numerate
  • Works with a high degree of accuracy in all tasks
  • Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC) and Jersey Financial Services Commission (JFSC) Experience
-
Must have 3 years minimum experience working within a broking or underwriting environment_

Job Types:
Full-time, Permanent

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • Wakefield: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you have Cert CII qualification?

Education:

  • GCSE or equivalent (required)

Experience:

  • Broking or Underwriting: 3 years (required)

Licence/Certification:

  • Driving Licence (required)

Work Location:
In person
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